1,453 Crm jobs in the United States
Customer Relationship Management Specialist
Posted 1 day ago
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Our client, a leading provider of financial technology software, is hiring a Marketing Specialist to join their team in San Diego, CA! *This is a 8-month W2 contract with benefits and paid holidays!* As a Marketing Specialist, you will be responsible for designing, creating, and delivering marketing programs to support the growth and expansion of the companies go-to-market strategy focused on Omnichannel journeys . You will craft ideal customer messages, enhance the brand experience, develop presentations, and provide reports based on collected data . Responsibilities: Develop and execute marketing programs to support Omnichannel go-to-market strategies. Create compelling customer messaging and analyze marketing data through presentations and reports . Manage email campaigns and create personalized marketing scripts using enterprise ESPs like Braze or Salesforce. Requirements: 2+ years with Braze, Salesforce, or Eloqua HTML and marketing script skills (AMP, Liquid) Basic SQL knowledge Experience with conditional logic Motion Recruitment Partners is an Equal Opportunity Employer, including disability/vets. All applicants must be currently authorized to work on a full-time basis in the country for which they are applying, and no sponsorship is currently available. Employment is subject to the successful completion of a pre-employment screening. Accommodation will be provided in all parts of the hiring process as required under Motion Recruitment Employment Accommodation policy. Applicants need to make their needs known in advance. #J-18808-Ljbffr
Customer Relationship Management Assistant
Posted today
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Job Title: Asset Movement Team (AMT) Associate
Pay Rate: $26 - 28/hr
Location: Columbus, OH - Hybrid
Duration: 06 Months - Temp to perm with the right candidate
Job Summary & Responsibilities
The Asset Movement Team (AMT) Associate will act as an extension of local branch management in the review and approval of incoming and outgoing money movement transactions. The AMT Associate’s will work with various systems to ensure the appropriate approval of each transaction. AMT Associates will partner with the Regional Leader and/or the Field Service Team Manager to resolve issues while processing requests. They will abide by firm and industry rules to prevent fraud, protect client’s assets and follow client instructions.
RESPONSIBILITIES
- Provide world class customer service.
- Work closely with branch associates to review and approve money movement requests in a timely manner.
- Work in a fast-paced environment with high quality standards.
- Communicate with Senior Management and Branch Associates when needed.
- Work in a team setting using critical thinking skills and internal resources to resolve escalations.
- Apply risk approved policies to prevent client fraud.
- Keep current on SEC/FINRA, Compliance and Firm Policies for transaction-based requests.
- Work on projects and technology pilots when appointed.
- Other duties as assigned.
Sr. Product Owner - Customer Relationship Management (CRM)
Posted today
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International is undergoing a transformation from being a supplier of trucks, buses and engines to a being a supplier of complete and sustainable transport solutions and is strongly committed in evolving its digital capabilities and tools.
We have a great opportunity on our Team for a Sr. Product Owner - Customer Relationship Management (CRM) based in our Lisle, Illinois Corporate Headquarters.
The ideal candidate will have a strong background in CRM technologies, excellent communication skills, and a proven track record of successfully managing product lifecycles from conception to launch.
The individual will interact with the stakeholders, developers, analysts, and business leads to create a strategic prioritization of features, adding value and drive innovation and revenue who will serve as the soup-to-nuts product leader from ideation and requirements gathering through deployment and lifecycle management.
Responsibilities
+ Product Vision and Strategy:
+ Support the Develop ment and communicate the product vision and strategy for the CRM system.
+ Align product goals with business objectives and customer needs.
+ Backlog Management:
+ Create, prioritize, and maintain the product backlog.
+ Ensure that the development team has a clear understanding of the product requirements and priorities.
+ Stakeholder Collaboration:
+ Work closely with stakeholders, including sales, marketing, customer support, and IT, to gather requirements and feedback.
+ Facilitate communication between stakeholders and the development team.
+ Product Development:
+ Collaborate with the development team to define and refine user stories and acceptance criteria.
+ Participate in sprint planning, reviews, and retrospectives.
+ Ensure timely delivery of high-quality product increments.
+ Performance Monitoring:
+ Monitor product performance and user engagement metrics.
+ Identify areas for improvement and implement changes to enhance the product.
Minimum Requirements
+ Bachelor's degree
+ At least 9 years of technical project/program management and/or product owner experience
+ At least 2 years of lead experience
OR
+ Master's degree
+ At least 5 years of technical project/program management and/or product owner experience
+ At least 2 years of lead experience
OR
+ At least 12 years of technical project/program management and/or product owner experience
+ At least 2 years of lead experience
Additional Requirements
+ Qualified candidates, excluding current employees, must be legally authorized on an unrestricted basis (US Citizen, Legal Permanent Resident, Refugee or Asylee) to be employed in the United States. We do not anticipate providing employment related work sponsorship for this position (e.g., H-1B status)
Desired Skills
+ Strong understanding of CRM technologies and best practices.
+ Excellent communication, presentation, and interpersonal skills.
+ Ability to work collaboratively with cross-functional teams.
+ Strong analytical and problem-solving skills.
+ Experience with Agile methodologies and tools (e.g., Scrum, Kanban, Jira).
+ Proven experience in managing the product lifecycle from concept to launch.
+ Experience with specific CRM platforms (e.g., Salesforce, Microsoft Dynamics, HubSpot).
+ Certification as a Product Owner (e.g., CSPO, PSPO).
+ Familiarity with data analytics and reporting tools.
Benefits and Compensation
We provide a competitive total rewards package which ensures job satisfaction both on and off the job. We offer market-based compensation, health benefits, 401(k) match, tuition assistance, EAP, legal insurance, an employee discount program, and more.
For this position, the expected salary range will be commensurate with the candidate's applicable skills, knowledge and experience.
You can learn more about our comprehensive benefits package at Overview
ABOUT TRATON
With its brands Scania, MAN, International, and Volkswagen Truck & Bus, TRATON SE is the parent and holding company of the TRATON GROUP and one of the world's leading commercial vehicle manufacturers. The Group's product portfolio comprises trucks, buses, and light-duty commercial vehicles. "Transforming Transportation Together. For a sustainable world.": this intention underlines the Company's ambition to have a lasting and sustainable impact on the commercial vehicle business and on the Group's commercial growth.
ABOUT INTERNATIONALFrom a one-man company built on the world-changing invention of the McCormick reaper in 1831, to the 15,000-person-strong company we are today,?few companies can lay claim to a history like International. Based in Lisle, Illinois, International Motors, LLC* creates solutions that deliver greater uptime and productivity to our customers throughout the full operation of our commercial vehicles. We build International® trucks and engines and IC Bus® school and commercial buses that are as tough and as smart as the people who drive them. We also develop Fleetrite® aftermarket parts. In everything we do, our vision is to accelerate the impact of sustainable mobility to create the cleaner, safer world we all deserve. As of 2021, we joined Scania, MAN and Volkswagen Truck & Bus in TRATON GROUP, a global champion of the truck and transport services industry. To learn more, visit ( .
*International Motors, LLC is d/b/a International Motors USA in Illinois, Missouri, New Jersey, Ohio, Texas, and Utah.
EEO Statement
We are an Equal Opportunity Employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
If you are a qualified individual with a disability and require a reasonable accommodation to access the online application system or participate in the interview process due to your disability, please email? ?to request assistance. Kindly specify Job Requisition Number / Job Title and Location in response. Otherwise, your request may not be considered.
Relationship Management Consultant
Posted 7 days ago
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WHO are we looking for?
A dynamic, energetic Relationship Management Consultant who will deliver high-level customer service to clients to the firm. The successful candidate will join an established wealth management and institutional advisory team in providing independent advice and customized service to clients. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm.
Responsibilities
- Deliver high-level customer service in a team-oriented environment; continuously working to create better client experience
- Manage, coordinate, gather, and execute projects, requests, reports, due diligence, action items, etc. related to client service, client meetings, and client reviews; deliver the results to clients and/or briefing the senior advisor(s) for delivery
- Responsible for collecting information for financial planning projects and entering information into WealthView/E-Money financial planning software; advise senior advisor on the planning results/output
- Prepare for client meetings (solo or with senior advisors) by seeking centralized resources and expertise to deliver investment performance, market updates, economic forecasts, and other topical information to clients
- Implement changes, adjustments, rebalancing, recommendations, transitions, etc. of client portfolios with CAPTRUST's research and trading teams
- Serve as a liaison for the team with other CAPTRUST departments and maintaining rapport with such to ensure high levels of communication, professionalism, and working team environment
Minimum Qualifications:
- 5+ years of professional experience in wealth management or relationship management
- Certified Financial Planner (CFP®) designation, CFP® track, or desire to obtain
- Strong proficiency utilizing Microsoft Office products
- Four-year college degree in business, preferably with an emphasis in Finance or Accounting
- Ability to review, research, interpret, and discuss investment, financial, macroeconomic and security specific data with Senior Advisors and clients
- Excellent communication and presentation skills, ability to communicate information to a financially sophisticated audience
- Experience with Registered Investment Advisors
- Prioritization skills, multi-task skills, able to manage many time-sensitive tasks simultaneously
- Ability to delegate tasks and projects to others within the organization, to follow up as appropriate, and to work in a team environment
- Aspirations to engage in client prospecting to contribute to growth and expansion of the client base
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great place to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
Our Employee Benefits Package shows how much we value our team.
- Employee ownership opportunities
- Brick Bonus success sharing program
- Comprehensive health coverage + Personify Health wellness platform
- 401(k) program with a 5% employer match + financial planning for colleagues
- Salary Range: $84,000 - $102,000 with experience & credentials
30 East 7th Street, Suite 3050 | St. Paul, MN 55101
Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the depth of our bench. If you are ready to make your mark, we want to talk to you.
Are you the next brick?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
- Ability to build successful, collaborative, and trusting relationships
- Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
- A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
- Inherent desire to give back to our communities and enrich the lives of those around us
- An other-centered mindset
- Integrity through maintaining objectivity
EEO/Diversity Statement:
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #mid-senior
Client Relationship Management
Posted today
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Are you a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates and clients, and the ability to problem solve and to think outside the box? Our Wealth Management Professionals support all aspects of our business from an operational and relationship management perspective. We are seeking professionals with an interest in the markets who have the ability to thrive in a fast-paced environment where attention to detail, strong communication and organizational skills, and client service expertise are essential to maintaining and enhancing our business. YOU MUST BE FLUENT IN ENGLISH AND PORTUGUESE FOR THIS ROLE. OUR IMPACT Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design. Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond. Wealth Management Professionals work directly with our clients to provide exceptional client service, operational support and risk management. They serve as a primary point of contact for clients, and are responsible for the operational management and oversight of the client experience. Some of the main responsibilities are managing the onboarding of client relationships, ensuring we are meeting our client's investment objectives, managing fraud risk, trade execution, liquidity management and ongoing relationship management. HOW YOU WILL FULFILL YOUR POTENTIAL Leverage your interpersonal skills to contribute to a growing business Act as key relationship manager for ultra-high net worth clients Work closely with Private Wealth Advisors andteammates to service our clients Oversee asset movements, portfolio implementations and leverage your understanding of organizational documents, estate planning and tax concepts Introduce new and existing clients to the firm's offerings including but not limited to client reporting, digital capabilities and banking services Identify opportunities for wealth advisory services for clients Understand client suitability and risk tolerance Help to identify and prevent fraudulent activitiesby leveraging your deep understanding of our clients and their behaviors Work with our middle and back office colleagues to ensure an exceptional client experience Execute, process and reconcile trading and other investment related transactions Lead or participate in divisional efforts to improve efficiencies within PWM business Participate in local training and recruiting Serve as a coach/mentor for less tenured teammates WHERE WILL YOU MAKE AN IMPACT Our Private Wealth Management business spans the globe, with the following locations in the United States: Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, New York, Miami (Florida and Latin America coverage), Philadelphia, San Francisco, Seattle, Washington, D.C. and West Palm Beach. SKILLS & EXPERIENCE WE'RE LOOKING FOR Bachelor's Degree Required 2-4 years of preferred experience inclient serviceand/or the financial industry Ability to work in a fast-paced environment and think clearly under pressure Strong interest in client service Self-motivated and able to work in an autonomous, yet collaborative environment Strong verbal and written communication skills, as well as strong organizational and interpersonal skills Commitment to excellence and a high level of integrity Interest in Financial Services Industry SIE, Series 7 and 63 required (must be obtained within three months of employment) ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law. #J-18808-Ljbffr
Director Relationship Management
Posted 6 days ago
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**Grade Level (for internal use):**
12
**The Role** **:** **Director, Relationship Management**
**The Team:** We're seeking a dynamic, client-focused Relationship Manager who thrives at the intersection of energy market expertise, strategic relationship building, and commercial growth. This role is ideal for someone with a deep understanding of the upstream oil & gas value chain-someone who can speak the language of engineers and executives alike, and who brings both curiosity and commercial acumen to every conversation.
**The Impact:** The Senior level role serves as a customer advocate, offering support and fostering collaboration across all Commodity Insights products and services. As a key member of our Upstream Commercial Team, the Relationship Manager is responsible for managing and expanding relationships with some of the world's most important energy companies. You'll drive retention and revenue growth by aligning our world-class data, analytics, and insights into client strategies and evolving market needs.
**Responsibilities:**
+ Serve as the primary relationship owner for a portfolio of upstream-focused accounts
+ Understand client priorities, market pressures, and workflows to deliver relevant solutions
+ Collaborate across commercial, product, and analyst teams to bring the best of S&P Global to your clients
+ Identify growth opportunities within your book and lead renewals and upsell conversations
+ Act as a strategic advisor and internal advocate for your clients, ensuring long-term partnership value
**What's in it for you:**
At S&P Global Commodity Insights, we don't just report on the energy industry, we help shape its future. You'll be part of a high-performing team with a collaborative culture and a mission to bring clarity to complex markets. If you're ready to help upstream leaders make better decisions with better data, we want to hear from you.
**Qualifications:**
+ Houston based - In office 2 days per week
+ 8+years experiencein E&P/Upstream companieswith focus on data/analytics solutions
+ Excellent communication and presentation skills
+ Familiarity with Microsoft 365 Copilot and other AI applications and the ability to leverage these tools for responding to customer inquiries and search requests
**About S&P Global Commodity Insights**
At S&P Global Commodity Insights, our complete view of global energy and commodities markets enables our customers to make decisions with conviction and create long-term, sustainable value.
We're a trusted connector that brings together thought leaders, market participants, governments, and regulators to co-create solutions that lead to progress. Vital to navigating Energy Transition, S&P Global Commodity Insights' coverage includes oil and gas, power, chemicals, metals, agriculture and shipping.
S&P Global Commodity Insights is a division of S&P Global (NYSE: SPGI). S&P Global is the world's foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the world's leading organizations navigate the economic landscape so they can plan for tomorrow, today.
For more information, visit .
**What's In It For** **You?**
**Our Purpose:**
Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology-the right combination can unlock possibility and change the world.
Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress.
**Our People:**
We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.
From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We're constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.
**Our Values:**
**Integrity, Discovery, Partnership**
At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of **integrity** in all we do, bring a spirit of **discovery** to our work, and collaborate in close **partnership** with each other and our customers to achieve shared goals.
**Benefits:**
We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global.
Our benefits include:
+ Health & Wellness: Health care coverage designed for the mind and body.
+ Flexible Downtime: Generous time off helps keep you energized for your time on.
+ Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
+ Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
+ Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
+ Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference.
For more information on benefits by country visit: Hiring and Opportunity at S&P Global:**
At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.
**Recruitment Fraud Alert:**
If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here ( .
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**Equal Opportunity Employer**
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.
If you need an accommodation during the application process due to a disability, please send an email to:? ?and your request will be forwarded to the appropriate person?
**US Candidates Only:** The EEO is the Law Poster ? describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - - Professional (EEO-2 Job Categories-United States of America), SLSGRP202.2 - Middle Professional Tier II (EEO Job Group)
**Job ID:** 316141
**Posted On:** 2025-07-14
**Location:** Houston, Texas, United States
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